FAFN
IBMN

First Affirmative Financial Network’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

First Affirmative Financial Network’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,238
Closed -$408K – 288
2025
Q1 		$408K Buy
15,238
+584
+4% +$15.6K 0.25% 117
2024
Q4 		$390K Sell
14,654
-563
-4% -$15K 0.23% 121
2024
Q3 		$406K Buy
15,217
+606
+4% +$16.1K 0.22% 126
2024
Q2 		$387K Buy
14,611
+527
+4% +$13.9K 0.27% 113
2024
Q1 		$373K Buy
14,084
+171
+1% +$4.53K 0.27% 114
2023
Q4 		$369K Buy
13,913
+11
+0.1% +$289 0.29% 107
2023
Q3 		$363K Sell
13,902
-502
-3% -$13.2K 0.35% 88
2023
Q2 		$379K Sell
14,404
-360
-2% -$9.49K 0.38% 86
2023
Q1 		$393K Sell
14,764
-1,385
-9% -$36.7K 0.45% 67
2022
Q4 		$426K Buy
16,149
+3,665
+29% +$95.9K 0.52% 54
2022
Q3 		$324K Sell
12,484
-3,216
-20% -$85.4K 0.41% 72
2022
Q2 		$418K Sell
15,700
-469
-3% -$12.4K 0.48% 54
2022
Q1 		$431K Buy
+16,169
New +$440K 0.41% 64

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

First Affirmative Financial Network's IBMN Position: Q2 2025 in Review

First Affirmative Financial Network sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2025, closing a stake of 15,238 shares — an estimated $408K sold.

First Affirmative Financial Network first reported a position in IBMN in Q1 2022 and held it in 13 quarters. The position peaked at $431K in Q1 2022. 165 funds tracked by Wall St. Rank hold IBMN as of Q2 2025.

  • First Affirmative Financial Network reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • First Affirmative Financial Network sold 15,238 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2025, an estimated $408K.
  • First Affirmative Financial Network first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2022 and held it in 13 quarters.
  • First Affirmative Financial Network's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $431K in Q1 2022.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2025.

Based on First Affirmative Financial Network's 13F filing for Q2 2025, filed 20 Nov 2025.